This guide will take you through how to do a refund (voucher) for a patient who may not have paid for anything For instance a patient may not have been entitled to an NHS TEST but you put it through the till. This guide will walk you through how to refund or undo that transaction.
In this guide we are refunding a voucher to a receipt that has already cashed up. The best way to keep this tidy is to refund the whole receipt and then create a new receipt with the correct items and payments.
Once you have found the patient receipt you want to perform the refund on, please follow the steps below:
- Double click on one of the items on the receipt
- You will then get the window shown below. Click on Credit
- We are going to do a full refund so you will need to choose 100% of the amount.
Both items now appear ready to be credited in the bottom right had corner
- Once you have clicked on confirm on the credit screen, FLEX will then instantly send you into the refund window in order to refund the voucher to the patient.
Here, you need to click on Refund Voucher
- Here you will need to double click in the Refund box next to the voucher value to enter the desired amount. In the image below I am refunding the whole amount (£41.70).
- Click on Select, then Confirm and then you will see credit and refund completed, as seen in the image below:
You can see that everything has been credited and refunded. Now you can create a new receipt where you can put the correct items and/or vouchers on for the patient.